RIL
AVSC icon

Rothschild Investment LLC’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Rothschild Investment LLC’s Portfolio AVSC Stock Details AVSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.2K Hold
166
– – ﹤0.01% 1775
2026
Q1 		$10.3K Sell
166
-274
-62% -$17.2K ﹤0.01% 1673
2025
Q4 		$25.8K Buy
440
+375
+577% +$21.7K ﹤0.01% 1233
2025
Q3 		$3.72K Hold
65
– – ﹤0.01% 1846
2025
Q2 		$3.35K Sell
65
-80
-55% -$3.86K ﹤0.01% 1715
2025
Q1 		$7.02K Buy
145
+25
+21% +$1.32K ﹤0.01% 1286
2024
Q4 		$6.52K Hold
120
– – ﹤0.01% 1261
2024
Q3 		$6.48K Buy
120
+40
+50% +$2.11K ﹤0.01% 1217
2024
Q2 		$3.99K Buy
+80
New +$4.02K ﹤0.01% 1238

Other funds holding AVSC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Rothschild Investment LLC's AVSC Position: Q2 2026 in Review

Rothschild Investment LLC held its Avantis US Small Cap Equity ETF (AVSC) position steady in Q2 2026 at 166 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1775.

Rothschild Investment LLC first reported a position in AVSC in Q2 2024 and has held it in 9 quarters since. The position peaked at $25.8K in Q4 2025. 249 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • Rothschild Investment LLC held 166 shares of Avantis US Small Cap Equity ETF worth $12.2K as of Q2 2026.
  • Rothschild Investment LLC left its Avantis US Small Cap Equity ETF share count unchanged in Q2 2026.
  • Avantis US Small Cap Equity ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1775 holding.
  • Rothschild Investment LLC first reported a position in Avantis US Small Cap Equity ETF in Q2 2024 and has held it in 9 quarters since.
  • Rothschild Investment LLC's Avantis US Small Cap Equity ETF position peaked at $25.8K in Q4 2025.
  • 249 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.